As a registered investment advisory firm, Wolverine Investments provides customized portfolio management to individual and institutional investors. Very frequently, our firm manages money on behalf of the substantial clients of wealth managers, private banks, financial planners and family offices. We have developed an active management process, with a track record for preserving and enhancing capital under a variety of economic conditions across multiple market cycles.
Our firm's fundamental philosophy is rooted in the belief that wealth can best be created through long-term ownership of growing businesses. In practice, our style emphasizes both preservation as well as growth of capital, resulting in a total return approach to capital appreciation. We believe our systematic vision, encompassing both an offensive and a defensive perspective, will serve clients successfully well into the future.
Ships are safe in harbor, but that's not the reason ships were constructed. Integral to Wolverine's core fleet of capabilities is the use of the convertible security as an equity or fixed-income alternative, however most applicable. Our predominant use of convertibles in our portfolio structuring instills a modicum of downside protection in the event of extreme emotional or unanticipated sell-offs in the market. During an era of low stock dividend payouts, these hybrid instruments provide a superior cash return far in excess above that of the underlying common stock. This fixed-income performance advantage provides client portfolios with downside exposure that is less than that of the representative stock in a declining market, while also allowing upside potential in an advancing market.
We can't direct the wind, but we can always trim our sails. Essential to our firm's management of risk is the use of covered calls on the common stock underlying our convertible positions. Our innovative yield-enhanced portfolios are designed to generate income supplementary to conventional dividend and interest income. This dynamic performance advantage helps to optimize risk and return, either by acting as an additional protective downside measure, or as extra cash available to be distributed to clients.
Through effective long-term stewardship, Wolverine's decision-making culture did not evolve based on panicked responses to the short-term tempests in the stock and bond markets. Our quest is to sail a patient and consistent course toward our client's long-term investment horizon.
Building and enhancing wealth is a lifelong voyage. Mastery requires a clear sense of direction and the fortitude to stay the course, regardless of the prevailing winds or the severity of the swells. It also means teaming up with advisors who can help you navigate where you want to go - like the professional money managers found at Wolverine Investments.
Experienced. Intelligent. Confident. Exclusive.
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